Syntrinsic Investment Counsel, LLC

Syntrinsic Investment Counsel, LLC (CRD# 147978) is a financial advisory firm headquartered in Denver, CO. They manage $1,112,597,667 in 381 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3840 York Street, Suite 100, Denver, CO 80205
https://twitter.com/syntrinsic
By the Numbers
  • Total Assets Under Management
    1,113
    MILLION
  • Total Number of Accounts
    381
    ACCOUNTS
  • Average Account Value
    $2,920,204
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, GA, IL, TX

Financial Advisors at Syntrinsic Investment Counsel, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Akasha Absher, financial advisor Denver CO
Akasha N. Absher
CRD#: 4675577
3840 York Street, Suite 100, Denver, CO 80205

Akasha Absher (CRD# 4675577) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has over 17 years of experience in the finance industry.

2
James Brauer, financial advisor Denver CO
James A. Brauer
CRD#: 3127129
3840 York Street, Suite 100, Denver, CO 80205

James Brauer (CRD# 3127129) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has over 18 years of experience in the finance industry. James Brauer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Alexander Haun, financial advisor Denver CO
Alexander E. Haun
CRD#: 6249088
3840 York Street, Suite 100, Denver, CO 80205

Alexander Haun (CRD# 6249088) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has 1 year of experience in the finance industry.

4
Rheal Radwany, financial advisor Denver CO
Rheal R. Radwany
CRD#: 6929734
3840 York Street, Suite 100, Denver, CO 80205

Rheal Radwany (CRD# 6929734) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has over 2 years of experience in the finance industry.

5
Ryan Stibich, financial advisor Denver CO
Ryan M. Stibich
CRD#: 6548415
3840 York Street, Suite 100, Denver, CO 80205

Ryan Stibich (CRD# 6548415) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has over 5 years of experience in the finance industry.

6
Anna Todorova, financial advisor Denver CO
Anna Todorova
CRD#: 5832839
3840 York Street, Suite 100, Denver, CO 80205

Anna Todorova (CRD# 5832839) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has over 6 years of experience in the finance industry.

7
Benjamin Valore-Caplan, financial advisor Denver CO
Benjamin H. Valore-Caplan
CRD#: 4187136
3840 York Street, Suite 100, Denver, CO 80205

Benjamin Valore-Caplan (CRD# 4187136) is an Investment Advisor Representative working at Syntrinsic Investment Counsel, LLC in Denver, CO and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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